HNWAG
VO icon

High Net Worth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

High Net Worth Advisory Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.14M Sell
43,764
-452
-1% -$33.6K 0.73% 34
2025
Q4 		$3.21M Buy
44,216
+3,004
+7% +$219K 0.74% 36
2025
Q3 		$3.03M Buy
41,212
+2,636
+7% +$189K 0.73% 36
2025
Q2 		$2.7M Buy
38,576
+300
+0.8% +$19.7K 0.71% 40
2025
Q1 		$2.48M Buy
38,276
+396
+1% +$26.6K 0.7% 39
2024
Q4 		$2.5M Buy
37,880
+1,332
+4% +$90.4K 0.7% 37
2024
Q3 		$2.41M Sell
36,548
-160
-0.4% -$10K 0.66% 38
2024
Q2 		$2.22M Buy
36,708
+1,064
+3% +$64.7K 0.67% 35
2024
Q1 		$2.23M Buy
35,644
+372
+1% +$22K 0.7% 34
2023
Q4 		$2.05M Buy
35,272
+3,244
+10% +$173K 0.76% 34
2023
Q3 		$1.67M Buy
32,028
+520
+2% +$28.5K 0.67% 41
2023
Q2 		$1.73M Sell
31,508
-1,228
-4% -$64.4K 0.67% 39
2023
Q1 		$1.73M Sell
32,736
-868
-3% -$46.2K 0.7% 39
2022
Q4 		$1.71M Sell
33,604
-316
-0.9% -$16.1K 0.67% 37
2022
Q3 		$1.59M Buy
33,920
+852
+3% +$44.5K 0.68% 38
2022
Q2 		$1.63M Buy
33,068
+2,032
+7% +$110K 0.68% 40
2022
Q1 		$1.84M Buy
31,036
+5,680
+22% +$333K 0.67% 37
2021
Q4 		$1.61M Buy
+25,356
New +$1.59M 0.56% 44

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

High Net Worth Advisory Group's VO Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Vanguard Mid-Cap ETF (VO) stake by 1% in Q1 2026, selling an estimated $33.6K and leaving 43,764 shares worth $3.14M. The position accounts for 0.73% of the portfolio, ranked #34.

High Net Worth Advisory Group first reported a position in VO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.21M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • High Net Worth Advisory Group held 43,764 shares of Vanguard Mid-Cap ETF worth $3.14M as of Q1 2026.
  • High Net Worth Advisory Group sold 452 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $33.6K.
  • Vanguard Mid-Cap ETF made up 0.73% of High Net Worth Advisory Group's portfolio in Q1 2026, its #34 holding.
  • High Net Worth Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's Vanguard Mid-Cap ETF position peaked at $3.21M in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.